Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
You will pay a quarterly investment management fee in advance, not exceeding 2% annually, based on factors like services offered, complexity, and asset level. Fees are negotiable and vary among clients. The fee can be a fixed percentage, tiered breakpoint, linear breakpoint, or flat dollar amount (flat dollar is no longer offered for new purchases). Clients may also incur third-party fees and expenses, separate from our advisory fees. For fee-based annuities, Advisor Management Fees will not exceed an amount equal to an annual rate of 1.5% when the fee is deducted directly from the fee-based annuity. For fee-based 529 accounts, Advisor Management Fees will not exceed an amount equal to an annual rate of 1.00%.
Areas of Practice
Advisor Information
Office location
600 Portland Avenue South, Minneapolis, MN, 55415
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is an investment advisor representative and registered representative, spending most of his time on these activities. He also sells insurance and is the Board President of NW Montana Estate Planning Council, dedicating minimal time to the council.